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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,817 | $114,119-25.7% | $107,187-20.9% | $138,895-38.9% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 79.9%-22.8pp |
| Annual return | 8.85% | 273.21%-264.4pp | 204.55%-195.7pp | 145.39%-136.5pp |
| Employer contribution / active EE | $1,645 | $4,059-59.5% | $3,782-56.5% | $4,194-60.8% |
| Participant deferral / active EE | $1,993 | $5,538-64.0% | $5,096-60.9% | $6,396-68.8% |
| Admin fee / account holder | $2,862 | $10,024-71.4% | $9,162-68.8% | $12,562-77.2% |